13F-HR filed by Analog Century Management LP
Analog Century Management LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 25 holding rows worth $2,732,038,915.
- Accession
- 0001420506-26-001828
- Filer
- CIK 1753384
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 25 entries on the cover page, a total value of $2,732,038,915 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,732,038,915 with VALUE read as dollars as filed, 13F file number 028-20687. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Applied Materials,Inc. | 038222105 | COM | 219,615 | $158,781,645 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 809,893 | $142,800,334 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 296,487 | $141,593,297 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 119,129 | $137,509,413 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 677,694 | $135,599,792 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 333,422 | $126,183,556 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 332,945 | $124,145,202 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 253,619 | $122,503,049 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 362,502 | $120,832,792 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 287,443 | $114,163,736 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 296,293 | $112,700,968 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 226,198 | $110,963,691 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 585,401 | $109,481,695 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 127,088 | $109,049,129 | dollars as filed | |
| VIAVI SOLUTIONS INC | 925550105 | COM | 2,267,067 | $108,252,449 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 2,342,236 | $105,658,266 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 349,599 | $104,142,046 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 260,516 | $98,409,919 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 356,181 | $98,366,507 | dollars as filed | |
| INSIGHT ENTERPRISES INC | 45765U103 | COM | 771,966 | $94,025,459 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 359,758 | $93,767,325 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 1,030,699 | $77,189,048 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 28,939 | $65,799,472 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 112,696 | $63,344,168 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 136,714 | $56,775,957 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-001828 | this filing | 2026-08-14 | acceptance time not in the bulk data set |